Steps to Set Up Automations for Employment Verifications Outreach in Double Nickel
⚠️ Enable automated employment verification outreach in the settings using the article here: Configure Employment Verification Settings
Note: Automated employment verification outreach can be configured in the Settings page or through automated rules for additional customization.
From the sidebar, click on Settings
Click on Automations
Click on Create Rule
Add a name for the rule
Under Conditions, click on Add Condition
Select the condition you want to apply to the automation
Click on Select to choose the sub-condition
When the Hiring Stage field appears automatically:
Select the hiring stage you want the automation to apply to
Under Actions, click on Add Action
Select Start Employment Verification
In front of Schedule Details, click on Edit Schedule
Click on the toggle to enable scheduling
Configure the schedule timing:
Select the Initial Delay
Enter the number and select the delay type. Example: days, hours, weeks, or months
Select the Run Frequency
Example: per hour, daily, weekly, or monthly
Select the Maximum Runs
This determines how many times the automation can run
Click Save
Now you can automatically start employment verifications outreach based on the rules and schedule you choose!
Have Questions or Need help?
Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.